EQ Guides

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Investing successfully is difficult and time consuming. In this guide EQ illustrates some simple errors made by many investors that can have a big impact on returns.
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Coming into money isn’t something that happens often. Before you commit yourself to spending, investing, giving gifts or even giving up your job, here are some tips on how to make your windfall work for you in the long run.
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These portfolios are created for clients who are uncomfortable with the the sharp swings that occur in stockmarket values but seek the potential for higher returns than available from investing in cash and government bonds.
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The Enterprise Investment Scheme (EIS) was initiated by the UK Government in 1993 in an attempt to promote funding for small private companies. It offers a host of attractive tax incentives, including 30% upfront Income Tax relief and the ability to defer tax on a capital gain.
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Parents and grandparents have tried to provide a financial boost for their offspring for many generations - it’s part of our DNA. Today, the need has never been greater: our children are facing a perfect storm of financial adversity.
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The list of excuses for not investing is endless, especially for young professionals immersed in their careers. “It’s too risky” or “I don’t have time to worry about that now” are common. The irony is that the biggest risk lies in not investing at all.
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Our online and phone based service brings expert advice and professional portfolio management to clients. ISA and pension wrappers are available and charges are highly competitive. Investing with EQ is as easy as 1-2-3...
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A full breakdown of EQ's range of investment services, including specialist portfolios such as Absolute Return and Positive Impact
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EQ's Low Cost Portfolios are built mainly from passively managed tracker funds and so offer the benefit of low charges and high confidence of replicating index returns.
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If you're around 40 years old and thinking about your financial future, then this guide is for you! We often find this is an age when people start thinking seriously about their retirement options, and may reach out to a financial adviser for the first time.
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EQ has co-sponsored 'The Guide to Hipster Money' - a great initiative to boost the financial health of young people today.
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Venture Capital Trusts offer a host of attractive tax incentives, including 30% Income Tax relief and tax free dividends